Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,088 | $29,736+31.5% | $56,033-30.2% | $80,935-51.7% |
| Participation rate | 89.2% | 41.7%+47.5pp | 52.5%+36.7pp | 67.7%+21.6pp |
| Annual return | 13.39% | 35.28%-21.9pp | 1711.38%-1698.0pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,481 | $671+120.6% | $1,041+42.3% | $2,757-46.3% |
| Participant deferral / active EE | $2,148 | $1,228+74.9% | $1,954+9.9% | $4,299-50.0% |
| Admin fee / account holder | $1,371 | $2,434-43.7% | $2,827-51.5% | $6,924-80.2% |